Aarnav Shah
Mumbai
Summary
To build a career in the field of finance and investment, sharpen and hone my abilities and efficiency to achieve the pinnacle of success in this industry with hard-work and utmost commitment. To become an investment professional and pursue portfolio/fund management with expertise.
Overview
1
1
Certification
Work History
Motilal Oswal Financial Services Ltd
08.2024 - 10.2024
- Company Overview: Central Advisory - Derivatives & Cash Segment
- Managed client portfolios in both derivatives and cash segments, providing tailored investment recommendations.
- Analyzed company research reports and market trends to identify optimal investment opportunities.
- Maintained effective communication with clients to understand their financial goals and ensure informed decision-making.
- Monitored equity markets closely to support timely and strategic investment advice.
- Developed a strong understanding of equity markets and enhanced analytical skills through real-time market analysis.
- Central Advisory - Derivatives & Cash Segment
Education
12th -
Narsee Monjee College Of Commerce And Economics
06.2021
10th -
Vibgyor High
06.2019
BCom -
N.M.College of Commerce & Economics
MumbaiSkills
- Microsoft Excel
- Investment analysis
- Market research
- Portfolio management
- Equity analysis
- Analytical thinking
- Effective communication
Family Background
Alpesh Shah, Businessman, Anjali Shah, Homemaker
Personal Information
Date of Birth: 10/07/03
Languages
- Hindi
- English
- Gujarati
Roles And Responsibilities
Successfully assisted in organising the inter-collegiate fest as a Member at Umang, Asia's fastest growing youth festival.
Certification
- CFA Level 2 Cleared
- NISM Equity Derivatives Series VIII Cleared
Timeline
Motilal Oswal Financial Services Ltd
08.2024 - 10.2024
12th -
Narsee Monjee College Of Commerce And Economics
10th -
Vibgyor High
BCom -
N.M.College of Commerce & Economics
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